IAMOG

Investors Asset Management of Georgia Portfolio holdings

AUM $216M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$319K
3
+$235K
4
FDX icon
FedEx
FDX
+$203K
5
TSN icon
Tyson Foods
TSN
+$114K

Top Sells

1
+$811K
2
+$708K
3
+$607K
4
VSCO icon
Victoria's Secret
VSCO
+$276K
5
MOS icon
The Mosaic Company
MOS
+$241K

Sector Composition

1 Industrials 19.31%
2 Technology 17.94%
3 Healthcare 11.02%
4 Financials 10.24%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 12.49%
102,934
-250
2
$7.46M 3.85%
294,220
+355
3
$7.04M 3.63%
19,068
-2,196
4
$5.51M 2.84%
16,172
-59
5
$4.54M 2.34%
31,194
-19
6
$4.51M 2.33%
14,518
-25
7
$4.19M 2.16%
58,842
-175
8
$4.08M 2.1%
50,217
+5,221
9
$4M 2.06%
8,524
-1,510
10
$3.73M 1.92%
19,923
+1,705
11
$3.68M 1.9%
67,263
+150
12
$3.45M 1.78%
30,286
-692
13
$3.34M 1.72%
17,217
-68
14
$3.18M 1.64%
55,345
-75
15
$2.44M 1.26%
18,078
-1,480
16
$2.3M 1.19%
62,768
+2,280
17
$2.13M 1.1%
18,493
18
$2.11M 1.09%
7,068
-24
19
$2.09M 1.08%
34,671
-613
20
$1.95M 1%
7,918
-50
21
$1.93M 1%
9,156
-56
22
$1.84M 0.95%
18,859
-50
23
$1.8M 0.93%
38,391
-50
24
$1.74M 0.9%
115,290
-3,629
25
$1.73M 0.89%
3,751
-315
1
2 3 4 5